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Compass Financial Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

Compass Financial Services’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$157K Sell
1,853
-1,041
-36% -$88.3K 0.08% 53
2025
Q1 		$270K Buy
2,894
+417
+17% +$39K 0.14% 37
2024
Q4 		$212K Buy
+2,477
New +$212K 0.12% 38